BSPF

British Steel Pension Fund Portfolio holdings

AUM $410M
1-Year Est. Return 11.96%
This Quarter Est. Return
1 Year Est. Return
+11.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$89.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.86M
3
+$8.31M
4
CP icon
Canadian Pacific Kansas City
CP
+$2.83M
5
META icon
Meta Platforms (Facebook)
META
+$811K

Top Sells

1
+$18.5M
2
+$11M
3
+$5.12M
4
AAPL icon
Apple
AAPL
+$3.18M
5
MSFT icon
Microsoft
MSFT
+$2.98M

Sector Composition

1 Utilities 36.78%
2 Energy 29.42%
3 Industrials 18.33%
4 Real Estate 6.18%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.75M 0.87%
168,240
-70,100
27
$5.64M 0.85%
60,000
28
$3.2M 0.48%
29,375
-47,000
29
$2.9M 0.44%
58,716
-64,196
30
$2.73M 0.41%
20,373
-22,275
31
$2.17M 0.33%
22,920
-25,060
32
$1.31M 0.2%
11,713
-12,807
33
$1.03M 0.16%
19,100
-20,900
34
$1.02M 0.15%
5,907
-6,459
35
$946K 0.14%
8,628
-9,433
36
$852K 0.13%
6,114
+2,050
37
$851K 0.13%
29,336
-32,073
38
$844K 0.13%
3,959
-4,328
39
$843K 0.13%
10,532
-11,516
40
$826K 0.12%
6,637
-7,257
41
$818K 0.12%
14,949
-16,343
42
$818K 0.12%
3,092
-3,381
43
$811K 0.12%
+4,200
44
$750K 0.11%
3,608
-3,944
45
$734K 0.11%
5,255
-5,745
46
$729K 0.11%
13,480
-14,720
47
$728K 0.11%
10,399
-11,369
48
$693K 0.1%
43,937
49
$688K 0.1%
12,759
-13,950
50
$659K 0.1%
13,932
-15,232
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